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fef126471f
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clean up contributions command
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2026-05-02 11:02:06 -07:00 |
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94311f6ff7
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use new common cli helpers throughout
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2026-05-01 16:22:19 -07:00 |
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d15939a9ad
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periodic review: projections --as-of, contributions --since, comparison and tui projections date picker
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2026-05-01 15:59:17 -07:00 |
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0aabdfb4f1
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tui implementation of compare mode
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2026-05-01 10:27:25 -07:00 |
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6a2cc8e775
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add new compare command (CLI only for now)
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2026-05-01 08:52:43 -07:00 |
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f436ca5a86
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remove when column
it was marginal benefit before, and now fmp does not
even have the data, so not worth showing
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2026-04-30 15:26:38 -07:00 |
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9bb0d8036b
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sort reverse chronological - now we have a lot more data
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2026-04-30 15:23:45 -07:00 |
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0c08cdda6c
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replace finnhub with fmp - finnhub data not correct
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2026-04-30 15:22:52 -07:00 |
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8387692de1
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incorporate life events (e.g. social security) into projections
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2026-04-30 10:10:44 -07:00 |
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7014c326d1
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add total value to equity/fixed income display
Generic zig build / build (push) Successful in 1m51s
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2026-04-28 12:30:16 -07:00 |
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bbdc46702f
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fixed income vs equity on analysis
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2026-04-28 10:48:59 -07:00 |
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c0b980146c
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initial commit projections TUI tab
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2026-04-28 10:30:13 -07:00 |
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68392efec4
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centralize portfolio load
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2026-04-27 19:53:42 -07:00 |
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4f75c2e006
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style projections based on need to rebalance portfolio
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2026-04-27 17:56:42 -07:00 |
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6debed0d69
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add CLI command for projections
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2026-04-27 17:36:37 -07:00 |
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a2271e3582
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master audit command to do all the things
Generic zig build / build (push) Successful in 2m0s
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2026-04-25 14:58:37 -07:00 |
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77cc69efe0
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ai: merge multiple positions with price_ratio fields
Generic zig build / build (push) Successful in 1m48s
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2026-04-25 11:15:41 -07:00 |
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ee98a2c4ed
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add fidelity option matching and a summary including price ratio updates
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2026-04-25 10:22:14 -07:00 |
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fb1178b5ca
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ignore option mark to market in schwab
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2026-04-25 09:07:13 -07:00 |
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74fa8d91fa
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print out server sync only once progress is made
Generic zig build / build (push) Successful in 1m45s
Generic zig build / deploy (push) Successful in 16s
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2026-04-25 07:17:30 -07:00 |
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11a282e2db
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dedupe/centralize and add history view
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2026-04-23 23:06:02 -07:00 |
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41208f3732
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history view refactor
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2026-04-23 16:02:34 -07:00 |
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c89e93c243
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filter non-stock totals by open-as-of
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2026-04-23 07:24:49 -07:00 |
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b1055cbdd3
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skip price_ratio on avg_cost fallback
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2026-04-23 06:55:27 -07:00 |
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614f846a41
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add full snapshot processing test
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2026-04-23 06:21:32 -07:00 |
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d3f2f15a2d
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centralize calculation of effective price and market value
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2026-04-23 05:45:39 -07:00 |
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9364532c9b
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fix portfolio account totals/honor as_of date
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2026-04-23 02:43:04 -07:00 |
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b3ebc3f986
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dedup the snapshot loading function
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2026-04-23 01:25:00 -07:00 |
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1ef8ffd10d
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allow determining portfolio positions for a specific date
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2026-04-23 00:36:22 -07:00 |
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abd5d08af7
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use candles for pricing/implement --as-of parameter
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2026-04-22 22:04:45 -07:00 |
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52e7a703bd
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flip columns
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2026-04-22 15:34:43 -07:00 |
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8561a130e0
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initial commit for new portfolio history (UI will change)
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2026-04-22 12:40:54 -07:00 |
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a7e8dc6030
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move snapshot types into a new model for reuse
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2026-04-22 03:54:33 -07:00 |
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ea0dd624b3
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enable early skip check when cache is fresh
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2026-04-22 01:15:00 -07:00 |
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6ed2ff1f20
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add snapshot command
Generic zig build / build (push) Successful in 1m55s
Generic zig build / deploy (push) Successful in 51s
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2026-04-21 21:24:54 -07:00 |
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b3c1751eb6
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net worth calc
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2026-04-21 13:32:42 -07:00 |
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f134e701d0
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move git out of contributions
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2026-04-21 13:13:49 -07:00 |
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7f8e430b59
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clean up audit: centralize money market detection and load portfolio prices
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2026-04-21 12:43:07 -07:00 |
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a7abc5f5d7
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add version command
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2026-04-21 11:53:00 -07:00 |
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6493a3745b
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add contributions command
Generic zig build / build (push) Successful in 1m42s
Generic zig build / deploy (push) Successful in 14s
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2026-04-20 05:17:41 -07:00 |
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249b5ec2c4
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introduce ZFIN_HOME
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2026-04-17 12:19:19 -07:00 |
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3171be6f70
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centralize portfolio value
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2026-04-11 10:17:29 -07:00 |
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518af59717
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centralize accounts.srf loading
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2026-04-11 09:51:25 -07:00 |
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5ee2151a47
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better heuristics on cash-like thingies
Generic zig build / build (push) Successful in 1m7s
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2026-04-10 09:50:22 -07:00 |
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c3c9c21556
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make ux more useful
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2026-04-10 08:38:51 -07:00 |
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6fb582e3da
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add schwab summary and account level audit
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2026-04-10 08:02:57 -07:00 |
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ddf89f926f
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file path seperators
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2026-04-09 17:33:41 -07:00 |
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f3f9a20824
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add audit command (fidelity only for now)
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2026-04-09 17:33:02 -07:00 |
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afcc24be5e
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fix watchlist loading
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2026-03-31 17:11:03 -07:00 |
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1f9f90357f
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create a view model for options and cds that is reused between cli/tui
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2026-03-31 17:02:32 -07:00 |
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